AI-driven DemandArgan, Inc. (AGX) is seen as an underappreciated beneficiary of the accelerating AI-driven power demand cycle.
Market PositioningAGX is a leading large-scale gas and alternative fuel power plant EPC provider, well-positioned to benefit from increasing U.S. energy loads and a forecasted, multi-year gas power plant buildout.
Project PipelineAGX has a record backlog and a robust pipeline of large-scale gas projects, providing strong visibility into multi-year growth and margin expansion potential.